 美光科技MU |
| 4.5% | 1.04% | $94.03亿 | 814.8万股 | $21.31亿 | 468.5万股 | +346.3万股+73.93% | 加仓 |
 英伟达NVDA |
| 4.37% | 4.28% | $91.22亿 | 3,336.0万股 | $88.06亿 | 3,248.9万股 | +87.1万股+2.68% | 加仓 |
 谷歌AGOOGL |
| 2.28% | 1.48% | $47.58亿 | 993.0万股 | $30.46亿 | 809.7万股 | +183.3万股+22.64% | 加仓 |
 亚马逊AMZN |
| 1.93% | 2.43% | $40.27亿 | 1,692.2万股 | $50.01亿 | 1,526.2万股 | +166.0万股+10.87% | 加仓 |
 特斯拉TSLA |
| 1.84% | 3.21% | $38.41亿 | 912.3万股 | $66.06亿 | 717.9万股 | +194.5万股+27.09% | 加仓 |
 AMD超威AMD |
| 1.65% | 0.98% | $34.40亿 | 592.1万股 | $20.13亿 | 434.2万股 | +158.0万股+36.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.63% | 1.6% | $34.12亿 | 718.0万股 | $32.87亿 | 783.8万股 | -65.8万股-8.40% | 减仓 |
 摩根大通JPM |
| 1.6% | 1.34% | $33.35亿 | 809.1万股 | $27.65亿 | 706.5万股 | +102.6万股+14.53% | 加仓 |
 苹果AAPL |
| 1.51% | 2.22% | $31.44亿 | 1,087.8万股 | $45.75亿 | 1,172.7万股 | -84.9万股-7.24% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.38% | 1.31% | $28.83亿 | 1,679.2万股 | $27.06亿 | 2,115.6万股 | -436.4万股-20.63% | 减仓 |
 英特尔INTC |
| 1.33% | 0.42% | $27.87亿 | 1,384.0万股 | $8.59亿 | 1,338.4万股 | +45.6万股+3.41% | 加仓 |
 微软MSFT |
| 1.32% | 3.13% | $27.48亿 | 736.7万股 | $64.43亿 | 1,288.8万股 | -552.1万股-42.84% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.23% | 1.89% | $25.66亿 | 343.5万股 | $38.84亿 | 301.1万股 | +42.4万股+14.09% | 加仓 |
| SSANDISK COMSNDK |
| 1.18% | 0.39% | $24.71亿 | 99.3万股 | $7.95亿 | 125.1万股 | -25.8万股-20.60% | 减仓 |
 博通AVGO |
| 1.15% | 1.66% | $24.09亿 | 637.4万股 | $34.18亿 | 783.9万股 | -146.5万股-18.69% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.03% | 2.15% | $21.55亿 | 718.4万股 | $44.24亿 | 628.4万股 | +90.0万股+14.32% | 加仓 |
 Meta平台META |
| 0.92% | 1.64% | $19.25亿 | 341.9万股 | $33.80亿 | 349.8万股 | -7.9万股-2.26% | 减仓 |
 思科CSCO |
| 0.81% | 0.54% | $16.95亿 | 1,217.6万股 | $11.07亿 | 1,314.9万股 | -97.2万股-7.40% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.79% | 0.37% | $16.43亿 | 813.3万股 | $7.63亿 | 555.8万股 | +257.6万股+46.35% | 加仓 |
 GE航空GE |
| 0.77% | 0.39% | $16.18亿 | 395.4万股 | $7.93亿 | 257.8万股 | +137.6万股+53.38% | 加仓 |
 应用材料AMAT |
| 0.76% | 0.48% | $15.85亿 | 168.8万股 | $9.80亿 | 208.3万股 | -39.5万股-18.97% | 减仓 |
 联合健康UNH |
| 0.74% | 0.74% | $15.37亿 | 369.4万股 | $15.17亿 | 307.7万股 | +61.7万股+20.06% | 加仓 |
 泛林集团LRCX |
| 0.66% | 0.31% | $13.81亿 | 287.3万股 | $6.33亿 | 227.4万股 | +59.9万股+26.34% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.61% | $13.37亿 | 727.9万股 | $12.50亿 | 382.4万股 | +345.4万股+90.33% | 加仓 |
 VisaV |
| 0.61% | 0.45% | $12.71亿 | 335.1万股 | $9.22亿 | 278.0万股 | +57.1万股+20.54% | 加仓 |
 台积电TSM |
| 0.6% | 0.29% | $12.57亿 | 247.6万股 | $6.03亿 | 155.3万股 | +92.3万股+59.45% | 加仓 |
 甲骨文ORCL |
| 0.56% | 1.06% | $11.75亿 | 799.6万股 | $21.87亿 | 900.3万股 | -100.7万股-11.19% | 减仓 |
 礼来LLY |
| 0.56% | 0.66% | $11.60亿 | 96.8万股 | $13.60亿 | 83.2万股 | +13.5万股+16.26% | 加仓 |
 VanEck ETF信托SMH |
| 0.55% | 0.54% | $11.39亿 | 173.7万股 | $11.13亿 | 115.0万股 | +58.6万股+50.97% | 加仓 |
 沃尔玛WMT |
| 0.54% | 0.52% | $11.17亿 | 797.3万股 | $10.72亿 | 704.7万股 | +92.7万股+13.15% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.53% | 0.72% | $11.05亿 | 172.4万股 | $14.87亿 | 187.8万股 | -15.4万股-8.18% | 减仓 |
 摩根士丹利MS |
| 0.52% | 0.35% | $10.82亿 | 383.0万股 | $7.25亿 | 279.2万股 | +103.9万股+37.21% | 加仓 |
 家得宝HD |
| 0.51% | 0.21% | $10.56亿 | 236.1万股 | $4.40亿 | 117.4万股 | +118.7万股+101.10% | 加仓 |
 科磊KLAC |
| 0.49% | 0.23% | $10.24亿 | 323.7万股 | $4.64亿 | 29.4万股 | +294.3万股+1,002.51% | 加仓 |
 西部数据WDC |
| 0.46% | 0.3% | $9.64亿 | 150.8万股 | $6.11亿 | 120.0万股 | +30.8万股+25.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.67% | $9.61亿 | 192.3万股 | $13.84亿 | 192.5万股 | -2,048股-0.11% | 减仓 |
 卡特彼勒CAT |
| 0.45% | 0.31% | $9.46亿 | 68.8万股 | $6.39亿 | 68.3万股 | +4,563股+0.67% | 加仓 |
 NETFLIXNFLX |
| 0.44% | 0.43% | $9.24亿 | 941.2万股 | $8.77亿 | 611.3万股 | +329.9万股+53.96% | 加仓 |
 艾伯维ABBV |
| 0.43% | 0.36% | $9.02亿 | 306.1万股 | $7.44亿 | 304.8万股 | +1.3万股+0.42% | 加仓 |
 德州仪器TXN |
| 0.43% | 0.48% | $8.99亿 | 248.6万股 | $9.86亿 | 437.5万股 | -188.9万股-43.18% | 减仓 |
 好市多COST |
| 0.4% | 0.32% | $8.45亿 | 69.4万股 | $6.56亿 | 55.4万股 | +14.0万股+25.23% | 加仓 |
 强生JNJ |
| 0.4% | 0.35% | $8.41亿 | 280.4万股 | $7.23亿 | 239.5万股 | +40.9万股+17.08% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.37% | 0.11% | $7.76亿 | 494.6万股 | $2.30亿 | 166.4万股 | +328.1万股+197.18% | 加仓 |
 高盛GS |
| 0.36% | 0.31% | $7.48亿 | 50.6万股 | $6.33亿 | 46.7万股 | +3.9万股+8.32% | 加仓 |
 阿斯麦ASML |
| 0.36% | 0.36% | $7.46亿 | 34.3万股 | $7.46亿 | 51.0万股 | -16.7万股-32.75% | 减仓 |
| S道富XLI |
| 0.34% | 0.26% | $7.13亿 | 345.4万股 | $5.42亿 | 236.3万股 | +109.2万股+46.21% | 加仓 |
| IiShares安硕信托EMB |
| 0.34% | 0.33% | $7.05亿 | 730.8万股 | $6.76亿 | 620.7万股 | +110.1万股+17.74% | 加仓 |
| IIBMIBM |
| 0.34% | 0.2% | $7.03亿 | 175.4万股 | $4.02亿 | 131.9万股 | +43.4万股+32.92% | 加仓 |
| Q高通QCOM |
| 0.33% | 0.21% | $6.90亿 | 271.5万股 | $4.34亿 | 246.5万股 | +25.0万股+10.15% | 加仓 |
| I景顺QQQ信托VOO |
| 0.32% | 2.01% | $6.67亿 | 90.6万股 | $41.43亿 | 95.1万股 | -4.4万股-4.66% | 减仓 |
